Parisi Gray Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Parisi Gray Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1,056	Closed	-$27K	–	466
2021 Q2	$27K	Buy	+1,056	New	+$26.7K	0.01%	345
2019 Q2	–	Sell	-1,134	Closed	-$20K	–	380
2019 Q1	$20K	Buy	1,134 +474	+72%	+$7.97K	0.01%	310
2018 Q4	$10K	Buy	+660	New	+$11K	0.01%	394

Other funds holding SCHD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Parisi Gray Wealth Management's SCHD Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2021, closing a stake of 1,056 shares — an estimated $27K sold.

Parisi Gray Wealth Management first reported a position in SCHD in Q4 2018 and held it in 3 quarters. The position peaked at $27K in Q2 2021. 927 funds tracked by Wall St. Rank hold SCHD as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 1,056 Schwab US Dividend Equity ETF shares in Q3 2021, an estimated $27K.
Parisi Gray Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and held it in 3 quarters.
Parisi Gray Wealth Management's Schwab US Dividend Equity ETF position peaked at $27K in Q2 2021.
927 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.